Managing Director, Wealth Management, Financial Advisor, Global Sports and Entertainment Director, Alternative Investments Director
Phone:
(310) 443-0539(310) 443-0539
The Lindbrook Group at Morgan Stanley
Our Mission Statement
Helping individuals and entertainment clients meet their financial goals through experience, intellectual capital and dedicated personal service
Our Story and Services
The Lindbrook Group was formed in 2002, and our partners have a combined 185 years of industry experience. As of 2026 the team manages over $3 billion of client assets. We focus on working with high net-worth individuals, families, foundations, non-profits and partnerships.
The Lindbrook Group is proud to be a member of the Firm's elite Global Sports & Entertainment Group, chosen for our significant experience working with sports and entertainment professionals, plus our deep understanding of career and industry practices.
Services Include
- Wealth ManagementFootnote1
- Wealth PlanningFootnote2
- Retirement PlanningFootnote3
- Sustainable InvestingFootnote4
- Alternative InvestmentsFootnote5
- Trust AccountsFootnote6
- Structured ProductsFootnote7
- SyndicateFootnote8
- Qualified Retirement PlansFootnote9
- Professional Portfolio ManagementFootnote10
- Planning for Education FundingFootnote11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Philosophy
The Approach
The Lindbrook Group at Morgan Stanley is devoted to delivering high-quality client service. This takes on many forms, from the handling and care of daily business, to the long term development of current clients and the generations behind them. Financial education is a priority. The Lindbrook Group helps clients make smart choices about the way they save, spend, invest, borrow and give during their lifetimes, and how they can pass their values and wealth to the generations that follow. The team's personal involvement in clients' lives is what defines and differentiates them.
The Process
Discovery Process
- Listen to what is important to you and your family
- Learn the values that shape your decisions and priorities
- Identify unique circumstances
- Determine your risk tolerance
- Introduce our philosophy, plan, process, and costs
Information Gathering
- Gather data, documents and statements for analysis
- Analyze current investments and potential complications
- Determine where and how we can add value in your life
Onboarding Meeting
- Welcome kit
- Meet team members
- Discuss current and future investment approach
- Disclose account fees, structure and access
- Sign documents
Setup & Orientation
- Set up new accounts
- Transfer existing assets
- Align investment solutions, service levels, type and frequency of communication
- MS Online & App tutorial
- Review of first statement, communication agreement and service levels
Implementation of a Customized Wealth Strategy
- Coordinate with business manager, CPA, attorney
- Retirement projections
- Liquidity needs, credit, and lending
- Insurance and liability management
- Educational and philanthropic account implementation
- Estate planning
Ongoing Assessment of Wealth Management Needs
- Monitor progress toward goals and adjust the financial plan as needed
- Review investment performance and future expectations
- Address changing needs for insurance, loans, and income
Designations & Awards
At The Lindbrook Group at Morgan Stanley, we take a long-term view of wealth management—grounded in careful planning, thoughtful investment discipline, and the belief that great advice should evolve as life changes. The awards and professional designations featured here are a reflection of that approach and the high standards we hold across planning, portfolio construction, family wealth strategies, and client service.
Each credential reflects advanced education and a commitment to maintaining high standards across the full client experience—strategy, execution, and ongoing service.
For clients, that means working with professionals who collaborate, bring multiple perspectives to the table, and remain focused on making sound decisions—today and for the long term. Click through the images to explore each award and designation, and how they support the way we serve you.
In addition to serving a wide range of clients, we offer a dedicated Sports & Entertainment specialty, designed for individuals and families navigating the unique financial dynamics of the industry. From uneven income cycles and contract-driven earnings to brand-related opportunities and increased complexity, our focus is on helping clients bring structure and clarity to financial decision-making.
Award Disclosures
2023-2026 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2021-2025 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2021-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Giving Back
The Lindbrook Group gives back to the community in various ways. Some recent examples include:
Operation Gratitude: Battalion Buddies
Operation Gratitude works directly with military/family readiness groups across the country on military bases to provide the stuffed bears to the children of deployed service members. On November 19th we and our colleagues stuffed 30 teddy bears and shipped the completed bears back to Operation Gratitude. The Lindbrook Group is proud to have been a part of Operation Gratitude, through the Morgan Stanley Veterans Employee Network.
Woodland Hills Academy: Drama Program
Team member Amy Quinn has served as a Volunteer Director at Woodland Hills Academy since 2015, supporting the school’s mission to help students grow intellectually, socially, emotionally, and ethically. She is especially passionate about the Academy’s drama and musical theatre program, which builds confidence and teamwork through training in acting, voice, dance, and technical theatre. Students develop core skills—focus, communication, and characterization—while participating in Broadway-style productions such as Beauty & the Beast, The Wizard of Oz, Grease, Shrek, The Little Mermaid, Charlie & the Chocolate Factory, and Into the Woods, Jr.—all in a safe, encouraging environment that helps every student shine.
LA84 Foundation Invitational Golf Classic
This charity golf event benefits the Play Equity Fund, which has the mission to ensure the transformational power of sport and play is available to all children regardless of their race, gender, zip code, or economic status. The Lindbrook Group at Morgan Stanley is proud to be a Gold Medal Sponsor at the 24th Annual Golf Classic fundraising event, benefiting the LA84 Foundation. The event took place Monday, October 11th, 2021 at the Riviera Country Club in Los Angeles.
Crossing the Channel for Kids Fundraiser
Team member Andrew Rayner swam 16 miles across the Catalina Channel on July 30, 2021 to benefit the USA Swimming Foundation and provide low-income kids with the life-saving skill of swimming. Andrew and the team raised $5,000 in total, which will provide 100 hours of swim instruction to children around the country.
KaBOOM! Playground Build
KaBOOM! is a national non-profit dedicated to giving all kids, especially those living in poverty, the childhood they deserve through great, safe places to play. The Lindbrook Group had the great pleasure of joining forces with Beverly Hills Complex colleagues for a KaBOOM! Playground Build.
UNICEF at 75 Fundraiser
Team member Brittany Letto is on the Board of UNICEF NextGen LA, most recently taking part in the Giving Tuesday event in Los Angeles.
Firm & Client Resources
At the Lindbrook Group at Morgan Stanley, we strive to offer our clients the proper guidance, advice and resources to help assist with any of their financial needs.
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
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Morgan Stanley Online (MSO)
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
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Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
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Total Wealth View
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Reserved Living & Giving
Morgan Stanley is proud to offer great discounts for its reserved group of clients. Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley’s most valued clients. The program is designed to enhance your lifestyle.
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Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential, manage unrealized gains and help keep more of what you earn.
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Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
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Designed as a modern alternative to banking with the capabilities to help you access, move, and manage cash when you need it while enjoying exclusive benefits.
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Portfolio Risk Platform
See your portfolio’s exposures in one place and explore how historical and hypothetical market events could impact performance. Morgan Stanley’s Portfolio Risk Platform—powered by BlackRock’s Aladdin risk technology—provides scenario analysis and risk insights to support more informed portfolio decisions.
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10960 Wilshire Blvd
Ste 2000
Los Angeles, CA 90024
US
Direct:
(310) 443-0537(310) 443-0537
Fax:
(323) 775-9929(323) 775-9929
Meet The Lindbrook Group
Managing Director, Wealth Management, Financial Advisor, Family Wealth Director, Senior Portfolio Management Director, Alternative Investments Director, Investing with Impact Director, Global Sports and Entertainment Director, Lending Specialist, Founders Specialist
Phone:
(310) 443-0589(310) 443-0589
First Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager, Global Sports and Entertainment Director, Workplace Advisor - Equity Compensation
Phone:
(310) 443-0511(310) 443-0511
Vice President, Wealth Management, Financial Advisor, Global Sports and Entertainment Director
Phone:
(310) 443-0513(310) 443-0513
Andrew Rayner, CFP®, CPWA®
Vice President, Business Development Director, Certified Financial Planner™, Certified Investment Management Analyst™
Phone:
(310) 443-0522(310) 443-0522
Lem Daniels
Vice President, Business Development Associate
Phone:
(310) 443-0595(310) 443-0595
Amy Quinn
Assistant Vice President, Wealth Management Associate
Phone:
(310) 443-0524(310) 443-0524
Lydia Hinzer
Senior Registered Associate
Phone:
(310) 443-0560(310) 443-0560
Xzavier Howard
Client Service Associate
Phone:
(310) 443-0587(310) 443-0587
Michael Midgette-Coleman
Client Service Associate
Phone:
(310) 443-0581(310) 443-0581
About Robert Mancini
Rob has been with Morgan Stanley since 2003, and in 2021 became a member of the prestigious Presidents Club. Prior to this, he was a Vice President with Sanford Bernstein. Rob’s experience includes the development, execution and maintenance of investment strategies for wealthy individuals and families, endowments, and foundations. He focuses on the research and evaluation of investment managers, including traditional money managers, hedge-fund-of-funds, managed futures and private equity investments. Rob has completed the Wharton School’s distinguished Investment Management Analyst and Investment Strategist Programs to become a Certified Investment Management Analyst™ (CIMA®).
Rob graduated from Villanova University, and earned a Masters of Science in Business Administration from Boston University. He also served four years in the United States Marine Corps. Rob is a member of the Investment Management Consultant’s Association (IMCA), and the Beverly Hills Estate Planning Council. He is on the board of US Lacrosse, the Southern California Chapter of the MS Society, and also serves on the board of Kids in Sports LA, which creates community led after school sports programs for youth in underserved areas of Los Angeles County. Rob is honored to be a member of the Villanova Career Advisory Council, providing thought leadership on matters that affect career development and the evolving job landscape. He also participates in the Villanova Athletics Student-Athlete Mentor Program. As one of a select few mentors, Rob works with his alma mater’s student-athletes on their short and long-term professional goals, their challenges and strategies for academic work-life balance, and preparation for post-graduate careers. He and his wife Christine live in Manhattan Beach with their children Michael, Reese and Charleston.
Rob graduated from Villanova University, and earned a Masters of Science in Business Administration from Boston University. He also served four years in the United States Marine Corps. Rob is a member of the Investment Management Consultant’s Association (IMCA), and the Beverly Hills Estate Planning Council. He is on the board of US Lacrosse, the Southern California Chapter of the MS Society, and also serves on the board of Kids in Sports LA, which creates community led after school sports programs for youth in underserved areas of Los Angeles County. Rob is honored to be a member of the Villanova Career Advisory Council, providing thought leadership on matters that affect career development and the evolving job landscape. He also participates in the Villanova Athletics Student-Athlete Mentor Program. As one of a select few mentors, Rob works with his alma mater’s student-athletes on their short and long-term professional goals, their challenges and strategies for academic work-life balance, and preparation for post-graduate careers. He and his wife Christine live in Manhattan Beach with their children Michael, Reese and Charleston.
Securities Agent: NC, AZ, WA, OH, IL, GA, SC, WY, VA, TX, HI, OR, MO, IA, MT, PA, NY, NV, NH, ID, IN, CO, UT, NM, MA, FL, DC, NJ, MI, MD, LA, KY, CT, CA, WI, TN, OK; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1896814
CA Insurance License #: 0K79217
NMLS#: 1896814
CA Insurance License #: 0K79217
About Daniel Klein
Dan has been with Morgan Stanley since 2003. Before joining Morgan Stanley, Dan was an Executive Director and Asset Management Consultant with CIBC Oppenheimer since 1989 and entered the financial services industry in 1984, when he joined Drexel Burnham Lambert. Dan assists private investors, retirement plan sponsors and foundations develop and implement long-term investment strategies including asset/liability management. Dan has knowledge of fixed income markets, including asset-backed securities, mortgage-backed securities, municipal bonds and corporate bonds. Industry recognition includes having been named to the Forbes Best-in-State Wealth Advisors list from 2020-2025.
As a Family Wealth Director Dan has professional knowledge and experience in a range of wealth management solutions including estate planning strategies, alternative investments, control and restricted securities, lending, hedging and monetization, and business succession planning.
Dan graduated from the University of California, Los Angeles. Dan and his wife, Marla, regularly volunteer their time cooking for Project Angel Food, a nonprofit organization that prepares and delivers healthy meals to feed people impacted by serious illness. Dan and Marla live in Encino. They have two grown children, Kevin and Samantha, who also live in Los Angeles.
"2020-2025 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2020-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award."
As a Family Wealth Director Dan has professional knowledge and experience in a range of wealth management solutions including estate planning strategies, alternative investments, control and restricted securities, lending, hedging and monetization, and business succession planning.
Dan graduated from the University of California, Los Angeles. Dan and his wife, Marla, regularly volunteer their time cooking for Project Angel Food, a nonprofit organization that prepares and delivers healthy meals to feed people impacted by serious illness. Dan and Marla live in Encino. They have two grown children, Kevin and Samantha, who also live in Los Angeles.
"2020-2025 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2020-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award."
Securities Agent: KY, LA, NV, NC, IL, GA, VA, WA, TN, PA, OK, NJ, IN, FL, WI, CA, SC, OR, MT, MO, MI, MD, HI, DC, CO, UT, TX, AZ, NH, WY, NM, MA, ID, IA, OH, NY, CT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255620
CA Insurance License #: 0A60978
NMLS#: 1255620
CA Insurance License #: 0A60978
About Brittany Letto
Brittany joined Morgan Stanley in 2019 and has been named to the firm's Pacesetter's Club in 2021, 2022, 2023, 2024 and most recently in 2025. She is a Financial Advisor, First Vice President, Senior Portfolio Manager, Global Sports and Entertainment Director and Workplace Advisor - Equity Compensation at The Lindbrook Group at Morgan Stanley. Brittany also sits on the Global Sports & Entertainment Advisory Council at Morgan Stanley. Prior to joining Morgan Stanley, Brittany was an investment professional at Doheny Asset Management, working in the financial services industry. She played an integral role in equity and fixed income trading, securities analysis and portfolio management for wealthy individuals, families, endowments and foundations.
Brittany is very active with UNICEF; she chaired the Next Generation Los Angeles Board of UNICEF and the Governance Committee. Brittany also sat on the Board of Directors for the Security Traders Association (STA), STA Women in Finance, Ellevate Network, and is a member of the CFA Society and Kappa Kappa Gamma Alumni Association. Brittany graduated from the University of California, Los Angeles with a Bachelor’s degree in Economics. Brittany currently resides in Los Angeles.
Brittany is very active with UNICEF; she chaired the Next Generation Los Angeles Board of UNICEF and the Governance Committee. Brittany also sat on the Board of Directors for the Security Traders Association (STA), STA Women in Finance, Ellevate Network, and is a member of the CFA Society and Kappa Kappa Gamma Alumni Association. Brittany graduated from the University of California, Los Angeles with a Bachelor’s degree in Economics. Brittany currently resides in Los Angeles.
Securities Agent: IN, FL, OR, MO, NY, NV, MI, NJ, IL, VA, SC, NM, MT, KY, GA, DC, TX, NC, HI, CA, TN, OK, NH, MA, LA, PA, MD, IA, WY, WA, CT, AZ, WI, OH, CO, UT; General Securities Representative; Investment Advisor Representative
NMLS#: 1853460
CA Insurance License #: 0N04133
NMLS#: 1853460
CA Insurance License #: 0N04133
About Casey Hubbard
Casey joined Morgan Stanley in 2015 as a Sales Associate. His responsibilities included trading and maintaining large institutional accounts and constructing client performance reports. Casey became a Financial Advisor in 2019. He has a passion for building and maintaining long lasting relationships. Casey also focuses on individual security selection and analysis as well as conducting research over a wide array of different investment managers. Casey was also named to the firm's Pacesetter's Club in 2023.
Casey is a Bay Area native and enjoys golfing. He also participates in various charity driven events. Casey earned his Bachelor of Science degree from Arizona State University in 2012. He is also a member of the Sigma Chi Alumni Association. Casey currently resides in Santa Monica.
Casey is a Bay Area native and enjoys golfing. He also participates in various charity driven events. Casey earned his Bachelor of Science degree from Arizona State University in 2012. He is also a member of the Sigma Chi Alumni Association. Casey currently resides in Santa Monica.
Securities Agent: MD, GA, AZ, TX, LA, KS, IN, ID, DE, CO, WY, WA, HI, WI, VA, OR, OH, OK, NJ, UT, PA, NH, MN, KY, IA, CT, TN, NC, MT, IL, MO, FL, DC, SC, NY, NV, MI, MA, CA, AK, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 1884522
CA Insurance License #: 0N08413
NMLS#: 1884522
CA Insurance License #: 0N08413
About Andrew Rayner
Andrew joined Morgan Stanley in 2016. He has been helping individuals and small businesses achieve their financial goals since 2004. He is a Certified Financial Planner™, and in 2007 Andrew became a Certified Investment Management Analyst® after completing the IMCA program at the Wharton School of Management, University of Pennsylvania. He focuses on portfolio construction and comprehensive financial planning.
As part of his work with the CFP® Board, Andrew has volunteered as a panelist for the Disciplinary and Ethics Hearing Committee in Washington, D.C. He also volunteers at the Financial Planning Days in Los Angeles, part of a national initiative to provide financial planning to families of all incomes. He has been honored the last few years to work with students around Los Angeles, including at the Curtis School and Lang Ranch Elementary, as part of the SIFMA Foundation’s Invest It Forward™ program. Andrew graduated cum laude from Boston University with a B.A., majoring in psychology and minoring in economics.
Andrew is an avid triathlete, and is honored to have raced at the 2019 ITU World Championships in Switzerland as a member of Team USA. Andrew and his wife, Jessie, live in Culver City with their two dogs, Orzo and Leo.
As part of his work with the CFP® Board, Andrew has volunteered as a panelist for the Disciplinary and Ethics Hearing Committee in Washington, D.C. He also volunteers at the Financial Planning Days in Los Angeles, part of a national initiative to provide financial planning to families of all incomes. He has been honored the last few years to work with students around Los Angeles, including at the Curtis School and Lang Ranch Elementary, as part of the SIFMA Foundation’s Invest It Forward™ program. Andrew graduated cum laude from Boston University with a B.A., majoring in psychology and minoring in economics.
Andrew is an avid triathlete, and is honored to have raced at the 2019 ITU World Championships in Switzerland as a member of Team USA. Andrew and his wife, Jessie, live in Culver City with their two dogs, Orzo and Leo.
CA Insurance License #: 0F42897
About Amy Quinn
Amy has been providing financial service support to clients for over 25 years. As a fully registered Wealth Management Associate, Amy is the lead contact with clients for administrative problem resolution and complex life event navigation. While overseeing all operational aspects of The Lindbrook Group’s administrative processes, she also serves as a resource to other Associates throughout the firm and is frequently selected to participate in new service and technology pilot programs.
Amy’s professional passion is working directly with clients to identify and solve their needs and concerns. She is a published poet, a Volunteer Director for the Woodland Hills Children’s Theater and a Congressional District Leader for The ONE Campaign to Make Poverty History. Amy lives in West Hills with her husband, Grahm, and son, Jack.
Amy’s professional passion is working directly with clients to identify and solve their needs and concerns. She is a published poet, a Volunteer Director for the Woodland Hills Children’s Theater and a Congressional District Leader for The ONE Campaign to Make Poverty History. Amy lives in West Hills with her husband, Grahm, and son, Jack.
About Xzavier Howard
Xzavier joined Morgan Stanley in 2017 through the Wealth Management Operations Analyst Campus Recruiting Program. He spent the first 5 years of his career rotating through various roles in Wealth Management Ops including Private Banking Business Management, Mutual Funds Project Management and Operations Project Strategy. His responsibilities included managing financial reporting, forecasting and risk analysis for the Private Banking divisions, identifying and implementing strategic solutions across traditional & alternative investments and spearheading multi-year platform integration initiatives. Xzavier moved from New York to LA and joined the Lindbrook group in the middle of 2022. He is driven, focused and solution oriented with a passion for establishing and enhancing long lasting client relationships.
Xzavier is an east coast native that is looking forward to expanding his west coast network after relocating to Los Angeles. He received his bachelor’s degree in criminology and political science from West Virginia University before pivoting into the finance industry. He is a self-educated skincare enthusiast and all-around creative that participates in skincare and beauty branding, education and partnerships outside of the office.
Xzavier is an east coast native that is looking forward to expanding his west coast network after relocating to Los Angeles. He received his bachelor’s degree in criminology and political science from West Virginia University before pivoting into the finance industry. He is a self-educated skincare enthusiast and all-around creative that participates in skincare and beauty branding, education and partnerships outside of the office.
About Michael Midgette-Coleman
Michael has been in the Wealth Management industry for 6 years which his experience includes many aspects such as portfolio management and building client relationships. He also has been responsible for providing clientele with several options for retirement planning and mutual fund choice selection. Michael joined Morgan Stanley in 2022 as a Client Services Associate where he has taken on the responsibilities of handling the operational and administrative duties for The Lindbrook Group as well as assisting existing clients with their account needs. Michael is a self-driven individual who has the eagerness to learn and grow.
Michael was born and raised in Los Angeles, and he is a graduate of The University of Nevada, Reno with a degree in Business Management and Finance. Outside of work, Michael enjoys watching sports and enjoying quality time with his family.
Michael was born and raised in Los Angeles, and he is a graduate of The University of Nevada, Reno with a degree in Business Management and Finance. Outside of work, Michael enjoys watching sports and enjoying quality time with his family.
Contact Robert Mancini
Contact Daniel Klein
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Contact Casey Hubbard
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Casey Morris
Private Banker
About Casey Morris
Casey Morris is a Private Banker serving Morgan Stanley Wealth Management offices in California.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Casey began his career in financial services in 2019 and joined Morgan Stanley in 2022 as an Associate Private Banker. Prior to joining the firm, he was a Commercial Banker at Wells Fargo. He also served as a Market Consultant at the Hanover Research Council.
Casey is a graduate of George Mason University, where he received a Bachelor of Science in Economics. He lives in Santa Monica, California. Outside of the office, Casey enjoys fishing, hunting, and playing golf.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Casey began his career in financial services in 2019 and joined Morgan Stanley in 2022 as an Associate Private Banker. Prior to joining the firm, he was a Commercial Banker at Wells Fargo. He also served as a Market Consultant at the Hanover Research Council.
Casey is a graduate of George Mason University, where he received a Bachelor of Science in Economics. He lives in Santa Monica, California. Outside of the office, Casey enjoys fishing, hunting, and playing golf.
NMLS#: 2386859
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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Ready to start a conversation? Contact The Lindbrook Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
8Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.
9When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
10Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
11When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
8Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.
9When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
10Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
11When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)
